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Automations & Workflows

Follow-up that happens whether anyone remembers or not

Reminders, quote follow-ups, and past-due notices always lose to a busy Tuesday. That lost work never shows up on a report.

Follow-ups that happen without anyone remembering: appointment reminders, quote follow-ups, warranty check-ins, and past-due notices.

One connected part of the complete WildPipe operating system. Included on every account with unlimited users and no per-feature charges. See pricing

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Live product view

Automations & Workflows

Trigger multi-step communication and operational workflows from real business events.

Event-based enrollmentEmail and SMS actionsDelays and conditions

Active workflows

WildPipe AI

Monitoring live operations

I found 3 customers who need follow-up and one route likely to finish 42 minutes late.
Actions reviewed18
Time saved6.4h
Success rate94%

Top tools

Top tools to help you put follow-up on autopilot

Owners and managers use this to see what is actually making money, while the crew gets the reminders and records they need.

Follow-through every time

Not dependent on a busy office remembering.

Fewer missed appointments

Reminders before the inspection.

Backs off when a person replies

The automation stops the moment a real conversation starts.

Polite hours only

Nothing goes out at 6 a.m.

Real-world scenarios

How this plays out in the field

Three jobs you have already run this month, and what WildPipe does with them.

  • 1Real-world scenario

    A $3,000 exclusion quote goes unanswered. Two follow-ups go out on their own and the job closes on day nine.

  • 2Real-world scenario

    Every inspection gets a reminder the day before, and your no-show rate drops.

  • 3Real-world scenario

    A customer replies to a reminder with a question. The automation stops and a person takes over.

The takeaway

Make follow-through consistent without adding another automation subscription.

How it works

The day-to-day flow

Your crew works the way they already do. WildPipe keeps the property, the paperwork, and the money attached to it.

  1. 1

    Pick what starts it

    A sent quote, a finished job, an unpaid invoice.

  2. 2

    Choose the steps

    Texts, emails, and waits.

  3. 3

    Let it run

    You can always see what went out.

What's included

All 8 pieces of Automations & Workflows

Nothing here is an upgrade or an add-on. Some of it gets specific — that is on purpose, because this work is specific. Our team turns on what you need during setup.

  • Event-based enrollment
  • Email and SMS actions
  • Delays and conditions
  • Workflow history
  • Customer-operations triggers for recovery, reviews, churn, and upsell
  • Automatic stop on replies, staff takeover, opt-out, or negative intent
  • Local-time sending windows and cross-channel frequency protection
  • Outcome verification against payments, bookings, reviews, and accepted quotes

The result for your company

Make follow-through consistent without adding another automation subscription.

Start Free

We've got your back

You will not be setting this up alone

A specialist configures your services, prices, and workflow with you on a call, then trains your office and your techs before you go live.

Talk with our team

Tell us how your operation runs and we will show you exactly how this fits it — no pressure, no jargon.

Contact us

See what it costs

A flat 5% of the revenue you record. Every feature, unlimited users, and the 24/7 contact center included.

View pricing

Browse all 54 modules

This is one piece of the platform. The rest of your office, field, phone, and billing work lives here too.

All features

FAQ

Still have questions? We've got answers.

What does Automations & Workflows actually do?

Follow-ups that happen without anyone remembering: appointment reminders, quote follow-ups, warranty check-ins, and past-due notices.

Who on my team would use it?

Owners and managers use this to see what is actually making money, while the crew gets the reminders and records they need.

Is Automations & Workflows included with WildPipe?

Yes. Every feature is included. There are no upgrade tiers and no per-feature charges.

Can my whole team use it?

Yes. You get unlimited users, and each person sees the tools that fit their job.

Does it work on a phone in the field?

Yes. Techs get the same customer information and tools from the field app.

Ready to put Automations & Workflows to work?

Make follow-through consistent without adding another automation subscription.